A location is where work happens or needs to happen. When you plan a task, you can assign a location for that work. Also, when you add a trip or a job, you can include From and To locations for that work.
ExamplesYou could add the following locations:
- Shipyards or ports where repairs could take place
- Ports where assets could pick up supplies or equipment
- Ports where a vendor or trades person could be available to do work
Location types can be used to filter the list on the Setup > Locations > Locations tab. If you create a custom field with a location selection list, you can also limit that list by location type. Location Types are also used in the Locations report. For efficiency and convenience, add location types on the Setup > Locations > Locations Types tab before you add your locations.
Locations and parent locations
Once you've added your location types, start adding locations on the Setup > Locations > Locations tab. Use parent locations to organize them into a hierarchy with as many levels as necessary for your business. For example, your hierarchy could be Region > Port > Zone > Harbor > Terminal > Berth.
Divisions and Areas
Areas, used in Helm CONNECT Jobs, help you group and filter your locations by distinct operating areas. To define an area, use the Setup > Locations > Locations tab to link an existing location to one or more divisions. If the area has any child locations, these will also be available in the divisions the area is linked to.
Note Create and manage divisions on the Setup > Operations > Divisions tab.
If you want to capture more information, you can add custom fields for your locations on the Setup > Locations > Locations tab. Any custom fields you add for one location will be available for all locations.
Watch the video
Watch this video to see how to set up location types and locations in Helm CONNECT: